Planning Center Inc. Buys 24,624 Shares of Dimensional Global Sustainability Fixed Income ETF $DFSB

Planning Center Inc. grew its stake in shares of Dimensional Global Sustainability Fixed Income ETF (NYSEARCA:DFSB) by 15.4% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 184,211 shares of the company’s stock after acquiring an additional 24,624 shares during the quarter. Dimensional Global Sustainability Fixed Income ETF comprises approximately 1.0% of Planning Center Inc.’s portfolio, making the stock its 17th biggest position. Planning Center Inc.’s holdings in Dimensional Global Sustainability Fixed Income ETF were worth $9,542,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds have also recently modified their holdings of the stock. Abacus Wealth Partners LLC increased its holdings in Dimensional Global Sustainability Fixed Income ETF by 7.4% in the 3rd quarter. Abacus Wealth Partners LLC now owns 2,253,647 shares of the company’s stock worth $120,052,000 after buying an additional 154,801 shares in the last quarter. Maseco LLP increased its holdings in Dimensional Global Sustainability Fixed Income ETF by 7.3% in the 4th quarter. Maseco LLP now owns 1,715,344 shares of the company’s stock worth $88,820,000 after buying an additional 116,415 shares in the last quarter. Mercer Global Advisors Inc. ADV increased its holdings in Dimensional Global Sustainability Fixed Income ETF by 1,327.8% in the 3rd quarter. Mercer Global Advisors Inc. ADV now owns 616,903 shares of the company’s stock worth $32,862,000 after buying an additional 573,697 shares in the last quarter. Quantum Financial Advisors LLC increased its holdings in Dimensional Global Sustainability Fixed Income ETF by 5.8% in the 4th quarter. Quantum Financial Advisors LLC now owns 515,112 shares of the company’s stock worth $26,683,000 after buying an additional 28,060 shares in the last quarter. Finally, Miracle Mile Advisors LLC bought a new stake in Dimensional Global Sustainability Fixed Income ETF in the 3rd quarter worth about $17,535,000.

Dimensional Global Sustainability Fixed Income ETF Trading Up 0.4%

NYSEARCA DFSB opened at $51.94 on Friday. Dimensional Global Sustainability Fixed Income ETF has a one year low of $50.96 and a one year high of $53.86. The stock has a 50-day moving average of $52.02 and a 200 day moving average of $52.31.

Dimensional Global Sustainability Fixed Income ETF Company Profile

The Dimensional Global Sustainability Fixed Income ETF (DFSB) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund is an actively managed fund that provides broad exposure to investment-grade government and corporate debt securities from development markets. The fund considers environment and sustainability to target longer-term securities. DFSB was launched on Nov 15, 2022 and is managed by Dimensional.